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<h1>Scheduling a report or document to be sent to a network folder </h1>
<p>You can have a report or document automatically delivered on a specific 
 schedule to a folder on your network.</p>
<h2>Prerequisite </h2>
<ul type="disc" class="whs1">
	
<li class=p><p>To have subscribed-to reports and documents delivered 
 to a network folder, you must own the MicroStrategy Distribution Services 
 product.</p></li>
</ul>
<h2>To send a report or document to a network folder on a schedule</h2>
<ol type="1" class="whs2">
	
<li class=p><p>Click the name of the report or document. The report 
 or document opens.</p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Home</B></span> 
 menu, point to <span style="font-weight: bold;"><B>Subscribe to</B></span>, and 
 select <span style="font-weight: bold;"><B>File</B></span>. The Schedule Delivery 
 to File dialog box opens.</p></li>
	
<li class=p><p>Type a name for the subscription in the <span style="font-weight: bold;"><B>Name</B></span> 
 field.<br>

	<br>

	You can use a variable in the subscription name to automatically insert 
 the date or time the subscription was executed, or the name of the recipient 
 of the subscription. To use one of these variables, type one or more of 
 the following in the <span style="font-weight: bold;"><B>Name</B></span> field 
 where you want the variable to appear</p></li>
	<ul type="1" class="whs3">
		
<li class=p-TopicTextBulleted><p class=TopicTextBulleted>To include 
 the subscription date, type <span style="font-weight: bold;"><B>%%Date%%</B></span></p></li>
		
<li class=p-TopicTextBulleted><p class=TopicTextBulleted>To include 
 the subscription time, type <span style="font-weight: bold;"><B>%%Time%%</B></span></p></li>
		
<li class=p-TopicTextBulleted><p class=TopicTextBulleted><span>To 
 include the recipient name, type </span><span style="font-weight: bold;"><B>%%RecipientName%%</B></span></p></li>
	</ul>
	
<li style="list-style: decimal;" type=1 class=p><p>From the <span style="font-weight: bold;"><B>Schedule</B></span> 
 drop-down list, select a delivery schedule or an event that will trigger 
 delivery. <span style="margin-left: 40px;">The schedule choices available 
 are created in the Schedule Manager in Desktop.</span></p></li>
	
<li class=p><p>Determine the delivery location for the report/document 
 by doing one of the following: </p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>If the folder 
 that you want to deliver the report or document to is available in the 
 drop-down list next to <span style="font-weight: bold;"><B>Location</B></span>, 
 select the folder.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p>To add delivery 
 locations to the drop-down list, click <span style="font-weight: bold;"><B>Location</B></span>. 
 The Recipients browser opens.</p></li>
	</ul>
</ol>
<ol type="circle" class="whs4">
	<ol type="circle" class="whs4">
		<ul type="circle" class="whs5">
			
<li class=p><p>To search for an existing folder on your network, 
 type a folder name in the <span style="font-weight: bold;"><B>Find</B></span> 
 field.</p></li>
			
<li class=p><p>To select a delivery location (recipient), move 
 one or more locations from the list on the left to the <span style="font-weight: bold;"><B>To</B></span> 
 list on the right.</p></li>
			
<li class=p><p>To add delivery locations to the drop-down list, 
 type a name in the <span style="font-weight: bold;"><B>Address Name </B></span>field 
 for the new delivery location you are adding. In the <span style="font-weight: bold;"><B>Physical 
 Address</B></span> field, specify a folder path to a new or existing folder 
 for the delivery location. For example, a properly specified path is: 
 <span class=Code>\\FileServ2\SalesReports\Jan03\</span>. Select a file 
 device from the <span style="font-weight: bold;"><B>Device</B></span> drop-down 
 list. When you are finished defining the new delivery location, click 
 <span style="font-weight: bold;"><B>Add to Recipients<br>

			Note</B></span>: Any locations you create must be accessible from 
 the machine on which Distribution Services is installed. </p></li>
			
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> 
 when you are finished selecting delivery locations (recipients) to be 
 added to the Location drop-down list.</p></li>
		</ul>
	</ol>
</ol>
<ol type="circle" class="whs4">
	<ul start=4>
<li style="list-style: disc;" type=disc class=p><p>To create 
 a new folder in which to deliver files, type the folder path (designating 
 the location of where the new folder should be created on your network) 
 with the new folder name in the <span style="font-weight: bold;"><B>Sub-folder</B></span> 
 field.</p></li>
		<ul type="square" class="whs6">
			
<li style="list-style: circle;" type=circle class=p><p>You 
 can use a variable in the subscription name to automatically insert the 
 date or time the subscription was executed, or the name of the recipient 
 of the subscription. To use one of these variables, type one or more of 
 the following in the <span style="font-weight: bold;"><B>Name</B></span> field 
 where you want the variable to appear</p></li>
			<ul type="1" class="whs3">
				
<li class=p-TopicTextBulleted><p class=TopicTextBulleted>To 
 include the subscription date, type <span style="font-weight: bold;"><B>%%Date%%</B></span></p></li>
				
<li class=p-TopicTextBulleted><p class=TopicTextBulleted>To 
 include the subscription time, type <span style="font-weight: bold;"><B>%%Time%%</B></span></p></li>
				
<li class=p-TopicTextBulleted><p class=TopicTextBulleted><span>To 
 include the recipient name, type </span><span style="font-weight: bold;"><B>%%RecipientName%%</B></span></p></li>
			</ul>
		</ul>
	</ul>
</ol>
<ol start="6" type="1" class="whs2">
	
<li class=p><p class="whs7">From the<span style="font-weight: bold;"><B> 
 Delivery Format</B></span> drop-down list, select the format in which to send 
 the report/document:</p></li>
	<ul>
<li style="list-style: square;" type=square class=p><p class="whs7">For 
 Excel or PDF, the report is included as an attachment in the email. You 
 can also reduce the size of the Excel or PDF attachment by selecting the 
 <span style="font-weight: bold;"><B>Compress contents</B></span> check box.</p></li>
		
<li style="list-style: square;" type=square class=p><p class="whs7"><span 
 style="font-weight: bold;"><B>Expand page-by fields</B></span>: Displayed only 
 when the report contains grouped objects in a page-by field. Select this 
 check box to see all objects in the Page-by drop-down lists when viewing 
 a report. To copy only the objects currently displayed (currently selected 
 in the Page-by field), clear this check box. For an introduction to page-by, 
 see 
<a href="Pageby.htm">Grouping data by page: Page-by</a>.</p></li>
	</ul>
</ol>
<ol start="7" type="1" class="whs2">
	
<li class=p><p class="whs7">Type a name for the file in 
 the <span style="font-weight: bold;"><B>File Name</B></span> field. To see a 
 list of available variables that can be used, hover your cursor over the 
 <img src="images/File_Name_Icon.gif" x-maintain-ratio="TRUE" width="15px" height="15px" border="0" class="img_whs8"> 
 icon next to the File Name field. To automatically insert the current 
 date and/or time as part of the file name, you can insert these variables 
 in the file name. </p></li>
	
<li class=p><p>To preview the report/document delivery, select the 
 <span style="font-weight: bold;"><B>Send a preview</B></span> <span style="font-weight: bold;"><B>now</B></span> 
 check box. The delivery is sent immediately.</p></li>
	
<li class=p><p class="whs7">For a report or document with 
 prompts, all prompts are displayed if you are not subscribing to a report 
 that is open. The selections you make for these prompts will be used whenever 
 the report/document is delivered.</p></li>
	
<li class=p><p class="whs9">Expand 
 the <span style="font-weight: bold;"><B>Advanced Options</B></span>. </p></li>
	
<li class=p><p class="whs9">If you 
 have selected the Compress contents check box, the following options are 
 available:</p></li>
</ol>
<ol type="circle" class="whs4">
	<ul type="square" class="whs6">
		
<li class=p><p class="whs9"><span 
 style="font-weight: bold;"><B>Protect Zip file</B></span>: Select the check box 
 and type a password for the zip file.</p></li>
		
<li class=p><p class="whs9"><span 
 style="font-weight: bold;"><B>Zip File Name</B></span>: Type a name for the zip 
 file.</p></li>
	</ul>
</ol>
<ol start="12" type="1" class="whs2">
	
<li class=p><p>Select a date when the subscription will expire from 
 the calendar displayed under <span style="font-weight: bold;"><B>Do not deliver 
 after</B></span><span>.</span></p></li>
	
<li class=p><p>To have a notification email sent when the delivery 
 occurs, select the <span style="font-weight: bold;"><B>Send notification 
 to email address</B></span> check box. In the <span style="font-weight: bold;"><B>New&nbsp;Address</B></span> 
 field, specify the email address to which to send a delivery notification 
 and select the email client type of the specified email address.</p></li>
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span>. The 
 file will be delivered to the specified location on the specified schedule. 
 </p></li>
</ol>
<p>To verify that you are subscribed to the report or document, click <span 
 style="font-weight: bold;"><B>My Subscriptions</B></span><span> at the top of 
 any page</span>. The report appears in the File Subscriptions list.</p>
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